XSHQ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +9.5% ·
share flow -15.4% ·
net new positions +8.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +2 | 1.54M | $74.28M | +3 | −1 |
| Q1 2026 | 22 | +2 | 1.82M | $76.51M | +4 | −2 |
| Q4 2025 | 20 | +1 | 1.86M | $78.26M | +1 | — |
| Q3 2025 | 3 | -1 | 91.60K | $3.94M | — | −1 |
| Q2 2025 | 2 | 0 | 8.79K | $358,059 | +1 | −1 |
| Q1 2025 | 1 | +1 | 20.30K | $802,256 | +1 | — |
| Q3 2024 | 1 | +1 | 21.20K | $917,748 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 622.42K | -16.2% | $30.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 154.07K | -63.7% | $7.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Mariner, LLC | 124.60K | +29.5% | $6.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 114.97K | +14.4% | $5.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 103.82K | +16.3% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 103.82K | +16.3% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 79.68K | +8.6% | $3.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 79.68K | +8.6% | $3.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 78.03K | +0.3% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 78.03K | +0.3% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 66.46K | +53.1% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 42.97K | -7.1% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bnp Paribas Financial Markets | 30.00K | New | $1.45M | 0.0% | New | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 22.66K | +1.1% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 19.58K | -9.2% | $947,295 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 19.58K | -9.2% | $947,295 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 18.98K | -3.8% | $917,837 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 15.48K | -43.1% | $748,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 15.48K | -43.1% | $748,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Hrt Financial Lp | 14.64K | New | $708,000 | 0.0% | New | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 10.21K | +37.4% | $493,841 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 7.52K | -26.0% | $363,430 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 5.88K | -0.5% | $284,226 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Focus Partners Wealth | 4.17K | New | $201,701 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 301 | +15.3% | $14,537 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 247 | 0.0% | $11,879 | 0.0% | Held | 4 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 65 | 0.0% | $3,175 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1 | -99.5% | $34 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bnp Paribas Financial Markets | $1.45M | 0.0% |
| Hrt Financial Lp | $708,000 | 0.0% |
| Focus Partners Wealth | $201,701 | 0.0% |
Exited
| Jane Street Group, Llc | $252,918 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 73 holders, 3.95M shares, $165.82M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.